Your journey

We find we’re able to achieve the best outcomes for our clients when we work to a tried and tested process. Here’s an overview of what our typical financial planning process looks like, and what you can expect.

Initial meeting
Research and analysis
Presentation
Implementation
Ongoing service
1

Initial meeting

Our first meeting is all about getting to know you and your financial goals for the future. We’ll discuss your needs and your appetite for risk, as well as explaining our services and fees. This initial meeting is held at our expense and there’s no obligation to sign up to our services.

2

Research and analysis

If you’re happy to proceed, we will go away and analyse your requirements. We’ll conduct extensive research into your existing financial arrangements and search the whole of the market for solutions to advance your position. Our findings will form the basis of your tailored financial plan.

3

Presentation

We will meet again to present our recommendations to you, talking you through your financial plan in full. We’ll explain our thinking behind each of the recommendations, and you will have the opportunity to ask any questions you may have.

4

Implementation

If you agree with our proposed route forward, we will implement the recommendations. There’s no further action for you at this stage – we’ll take care of everything.

5

Ongoing service

If you select our ongoing services, we’ll meet regularly to review your financial plan. Often we will make changes in line with changes to your circumstances, which helps to ensure your progress stays on track.